FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points
Learning Outcome
Participants will be able to:
- Discover required foundations and mindset to practice financial planning
- Apply 6 steps of financial planning process to manage client’s expectation
- Recognise common mistakes of financial advice
- Apply financial plan writing practice and distinguish from traditional practice of verbal financial advice, simplified financial reporting and product peddling
- Recognise common structure and elements of financial plan
- Determine quality of financial plan and identify its factors
- Apply alternative financial advisory to achieve high impact of financial advice
Venue: Grandis Hotels and Resorts, Suria Sabah Shopping Mall, Kota Kinabalu, Sabah
Time: 9.00am – 5.00pm (Registration start at 8.30am)
Instructor: Mr. Gavin Teoh Hock Geh
Fees:
Early Bird Special by 31 August 2018 – RM 285.00 [FPAM Members]; RM 405.00 [Non-members]
Normal – RM 325.00 [FPAM Members], RM 455.00 [Non-members]
[The fee includes workshop materials, lunch and refreshments.]
Registration closed by 19th September 2018
Please click on the link below for the Course Outline & Registration Form:
CEW_Sabah_2209_Creating a Financial Plan Masterpiece
Shall you need any further information, please do not hesitate to send e-mail to events@fpam.org.my or call FPAM office +603 7954 9500.